Release Date: February 26, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide details on the capacity investments and how they are distributed between datacenter and cable TV? A: The capital expenditures are primarily focused on datacenter, with some spending on cable TV. The investments are aimed at increasing production capacity for 800G and 1.6 terabit products, mostly in the U.S. We are planning to reach a capacity of 120,000 to 140,000 units per month for single-mode transceivers by the end of this year or early next year. - Stefan Murry, CFO and Chief Strategy Officer
Q: Can you quantify the demand forecasts from hyperscale customers for 800G products? A: The demand forecasts are in line with our production capacity plans. We are targeting aggregated demand across multiple hyperscale customers, consistent with the production figures mentioned earlier. - Stefan Murry, CFO and Chief Strategy Officer
Q: How does the Quantum Bandwidth order relate to the 1.8 gigahertz amplifiers? A: The Quantum Bandwidth is a suite of products, including the 1.8 gigahertz amplifiers. The order referenced is specifically for these amplifiers, which drove the sequential increase in the quarter. - Stefan Murry, CFO and Chief Strategy Officer
Q: How is the datacenter business performing relative to expectations, and what are the trends for 400G and 800G products? A: The datacenter business is in line with expectations. 400G products are up significantly year-over-year, while 100G is declining. We expect 800G to ramp later this year, with 1.6 terabit products likely ramping in 2026. - Stefan Murry, CFO and Chief Strategy Officer
Q: What is the status of 800G product qualifications and shipments? A: We have shipped 800G products for final qualification to multiple customers. These shipments are part of the final qualification process beyond lab testing. - Thompson Lin, Founder, Chairman and CEO
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.